Private Operators Missed The Spending Memo
While Public operators appear to be sticking by their disciplined budget plans, Private E&Ps have been a key driver of the latest frac additions. In fact, we estimate that private E&Ps are on track to spend almost…
Permian Sand Volumes Closing In On Peak (production will follow)
Despite frac fleets still 40% below peak levels, the amount of sand each fleet can pump is…
Lium Launch Overview
Lium Energy Sector Launch Overview…
Launch V: Shale Production & Services
Lium Shale Coverage Launch…